Elmos Semiconductor SE (ELG) Earnings Call Transcripts

Elmos Semiconductor SE's Latest Earnings Call - Q1 FY2026

In Q1 2026, Elmos Semiconductor SE reported strong sales of EUR 152.5 million, reflecting a 20% year-over-year growth, despite a 7% negative impact from currency fluctuations. The company raised its full-year guidance, now expecting sales growth of 12% plus or minus 2 percentage points and an EBIT margin of 23% to 26%. The significant improvement in free cash flow to EUR 40.7 million, or 26.7% of sales, underscores the company's operational strength and effective capital allocation strategies.

Reported metrics

Guidance from management

Elmos raised its sales growth guidance to 12% plus or minus 2 percentage points and expects an EBIT margin of 23% to 26% for the fiscal year 2026, reflecting strong demand and operational efficiency improvements.

What management said

No, there's nothing too much extraordinary. Also, the run rate, I think, if I look at kind of the Q1 versus our internal projection for the year, our year production is below. Yes. So basically, when you combine SG&A and R&D for the full year run rate, it will be in line with our general, let's say, guidance of around 20% total OpEx below gross profit. So, yes, nothing spectacular going forward for the full year rati...

Good cost trouble is kind of a -- trouble good or trouble bad. So let's see what comes out of that. No, I mean, trouble, of course, but we think that usually automotive in the end has a high priority and other parts of the semiconductor and electronics world should be cut off first because autos, of course, are very high-value products and semiconductors are, of course, key and in a lot of places, we are, of course, ...

What analysts pressed on

Analysts expressed concerns regarding the potential 8-inch wafer shortage and its timing, questioning how it might affect pricing and production. There were also inquiries about the sustainability of gross margins amidst rising operational costs and the impact of share buyback strategies on free float and leverage.

Main topics on the call

• Revenue Growth — Elmos achieved Q1 sales of EUR 152.5 million, a 20% increase year-over-year. Management noted that FX-adjusted sales would have been 27% higher, indicating strong underlying demand. CEO Arne Schneider stated, "Elmos had ...
• Guidance Increase — The company raised its full-year 2026 guidance based on strong Q1 performance, now anticipating sales growth of 12% plus or minus 2 percentage points. Schneider emphasized, "We have raised our guidance for the 2026 fisca...
• Free Cash Flow Improvement — Elmos reported a significant increase in free cash flow to EUR 40.7 million, or 26.7% of sales, reflecting improved cash generation. This is a notable increase from previous periods, reinforcing confidence in the company...
• Operational Efficiency — The gross margin improved to 46.4%, up 3 percentage points year-over-year, driven by higher volume and cost improvements. Schneider noted that despite higher gold prices, the company does not expect incremental cost impa...

Read the full Elmos Semiconductor SE transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 30 Elmos Semiconductor SE earnings call transcripts on record, spanning February 18, 2020 to August 4, 2026. Based on this history, Elmos Semiconductor SE reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ELG

Exchange

XTRA

Country

DE

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

30

First call

February 18, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly